In this article:
How to view your historical counts
Understanding your historical counts
Detailed explanation of columns
How to view your historical counts:
On inventory screen click Counts on the top right.
Understanding your historical counts:
Count History displays your previous counts. It provides information on who placed the count, when it was placed and the stock values counted.
It tells you whether you cost your recipes correctly, whether you are in control of your waste, and your margins are where they should be. If you don’t regularly count inventory it will tell you whether you have the right balance between your purchases and sales.
A count shows each raw material that you had in stock, the total quantity of raw material purchased during the report period, and the total quantity of raw materials used in the menu items you sold. In theory, there should be a very small deviation between those two numbers if the report is run over a long period of time.
The report also presents the stock level of each raw material at the beginning of the period, the calculated stock level you should have at the close of the period (adding the difference between your purchases and sales of such raw material), and the actual count at the end of the period. Any deviation between your calculated stock level and your counted stock level indicates a problem of some kind. Either your recipes are not accurate, your cooks are not implementing the recipes correctly or you have some “leakage” issues.
Tip: Deviations of a larger monetary value should take preference over deviations of a high percentage.
Detailed information of Columns:
Counted: when the count was submitted (clicked the Submit button).
Created: when counting started (clicked on Start Counting).
Submitted by: the user who was logged in making the count.
Stock value: the monetary value of counted products.
Total variance $: the difference between theoretical value and counted value.
Variance %: the percentage change of count stock value = [(actual count stock value / theoretical count stock value)/previous count stock value]*100
For detailed information on a specific count, click on it and you will see the information for each item. You can click on Show Theoretical Data to expand the view.
Item: name of product as in catalog.
Tag: the tag associated with the item in the catalog.
In stock: the counted or theoretical quantity (if wasn't counted).
Item Price: price of one package, as in catalog.
Cost: total price of counted quantity.
Purchase: the quantity of delivered items since last physical count.
Sold: the quantity of item sold since last physical count.
Wasted: the quantity of wastage reported since last count.
Theoretical: the theoretical quantity you have in stock (last physical count + received - sold - wastage).
Counted: the physical quantity you have in stock.
Variance: the difference between theoretical count and physical count.
Item price: price per package as in catalog.
Cost of variance: the monetary value of the variance.
Cost: the monetary value of what you actually have in stock (of counted, if not counted then of theoretical).
You can export the count to an Excel or a CSV file.